Purchases and Sales Made in Q2 2024 in Procter & Gamble CO (PG)
This table provides information about the institutional ownership of Procter & Gamble CO (PG) during Q2 2024. The information is specifically focused on institutions that hold shares of PROCTER & GAMBLE Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
878+ 2.53% |
$136K - $148K
|
35.6K
$6.38M
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
876+ 6.79% |
$136K - $148K
|
13.8K
$2.47M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
873+ 6.09% |
$136K - $147K
|
15.2K
$2.73M
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
871+ 2.2% |
$135K - $147K
|
40.5K
$7.27M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
863+ 6.81% |
$134K - $145K
|
13.5K
$2.43M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
863+ 1.71% |
$134K - $145K
|
51.4K
$9.21M
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
860+ 1.31% |
$134K - $145K
|
66.5K
$11.9M
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
857+ 8.46% |
$133K - $144K
|
11K
$1.97M
|
|
Jul 16, 2024
Q2 2024
|
Hudson Capital Management LLC
|
BUY
|
- |
853+ 3.34% |
$132K - $144K
|
26.4K
$4.73M
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
BUY
|
- |
851+ 3.53% |
$132K - $143K
|
25K
$4.47M
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
846+ 24.77% |
$131K - $143K
|
4.26K
$764K
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
846+ 9.27% |
$131K - $143K
|
9.97K
$1.79M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
843+ 0.56% |
$131K - $142K
|
152K
$27.3M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
839New |
$130K - $141K
|
839
$150K
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
838New |
$130K - $141K
|
838
$150K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
838+ 2.98% |
$130K - $141K
|
29K
$5.2M
|
|
Jul 12, 2024
Q2 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
837+ 0.64% |
$130K - $141K
|
131K
$23.5M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
837+ 3.28% |
$130K - $141K
|
26.3K
$4.72M
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
835+ 60.55% |
$130K - $141K
|
2.21K
$397K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
830+ 1.03% |
$129K - $140K
|
81.5K
$14.6M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
826+ 0.91% |
$128K - $139K
|
91.9K
$16.5M
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
BUY
|
- |
819+ 13.57% |
$127K - $138K
|
6.85K
$1.23M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
814+ 12.64% |
$126K - $137K
|
7.25K
$1.3M
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
814+ 2.82% |
$126K - $137K
|
29.6K
$5.31M
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
808+ 1.62% |
$126K - $136K
|
50.7K
$9.1M
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
798+ 31.49% |
$124K - $135K
|
3.33K
$597K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
794+ 5.18% |
$123K - $134K
|
16.1K
$2.89M
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
787+ 0.93% |
$122K - $133K
|
85K
$15.2M
|
|
Aug 07, 2024
Q2 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
786+ 11.5% |
$122K - $132K
|
7.62K
$1.37M
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
785+ 7.53% |
$122K - $132K
|
11.2K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
784+ 12.45% |
$122K - $132K
|
7.08K
$1.27M
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
781+ 6.58% |
$121K - $132K
|
12.7K
$2.27M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
780+ 0.83% |
$121K - $131K
|
94.3K
$16.9M
|
|
Jul 10, 2024
Q2 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
777+ 3.55% |
$121K - $131K
|
22.7K
$4.06M
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
BUY
|
- |
773+ 7.78% |
$120K - $130K
|
10.7K
$1.92M
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
772+ 4.62% |
$120K - $130K
|
17.5K
$3.13M
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
772+ 5.99% |
$120K - $130K
|
13.7K
$2.45M
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
764+ 1.38% |
$119K - $129K
|
56.1K
$10.1M
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
760+ 0.66% |
$118K - $128K
|
115K
$20.6M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
757+ 2.85% |
$118K - $128K
|
27.3K
$4.89M
|
|
Jul 24, 2024
Q2 2024
|
Hms Capital Management, LLC
|
BUY
|
- |
755+ 7.97% |
$117K - $127K
|
10.2K
$1.83M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
750+ 10.46% |
$116K - $126K
|
7.92K
$1.42M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
744+ 4.93% |
$116K - $125K
|
15.9K
$2.84M
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
735+ 0.32% |
$114K - $124K
|
228K
$40.9M
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
734+ 20.29% |
$114K - $124K
|
4.35K
$780K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
731+ 0.95% |
$114K - $123K
|
77.5K
$13.9M
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
730+ 14.77% |
$113K - $123K
|
5.67K
$1.02M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
730+ 2.63% |
$113K - $123K
|
28.5K
$5.1M
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
729+ 0.67% |
$113K - $123K
|
109K
$19.5M
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
728+ 16.18% |
$113K - $123K
|
5.23K
$937K
|